Supply chain news, week of November 9, 2026

Machine summary The company plans to manufacture 5-megawatt modular data center units in factories and deliver them by truck, with first units still months from production.

1. Mavria plans to manufacture 5-megawatt modular data center units in factories and deliver them by truck, according to Bisnow.
2. Each Terrain module integrates power distribution, liquid cooling, control systems and server racks, per the company's description.
3. The founders say they identified a "strategic vulnerability" in U.S. digital infrastructure build-out involving strained supply chains, manufacturing limits and scarce large blocks of power.

Reported by Bisnow and MLQ.ai.

• Mavria
• Terrain

Machine summary FreightWaves reported that on Monday, Forward Air said it was pausing the sale it had planned for its intermodal unit. During the third-quarter call, management described the business as "back on track" and told analysts the company would still consider offers at "fair value." Consolidated revenue was $674 million, up 7% year over year, and consolidated adjusted EBITDA was $101 million, up 31%, while intermodal revenue rose 9% to $63 million. The company also reported a two-year agreement through 2028 covering a contract logistics account that represents about 10% of annual revenue, roughly $250 million.

1. The company reported third-quarter consolidated revenue of $674 million, up 7% year over year, and consolidated adjusted EBITDA of $101 million, up 31% year over year.
2. The expedited unit, which includes less-than-truckload operations, reported revenue of $337 million, up 31% year over year, with tonnage up 16% and an adjusted EBITDA margin of 13.3%, 190 basis points higher than a year earlier.
3. Omni reported revenue of $312 million, an 8% year-over-year decline, while adjusted EBITDA rose 8% to $35 million and margin improved 170 basis points to 11.3%; intermodal revenue rose 9% to $63 million.
4. A contract logistics customer representing about 10% of annual revenue, roughly $250 million, was described on the August second-quarter call as having derailed a plan to sell the entire enterprise to private investors (FreightWaves).
5. In a recent two-year deal running through 2028, Forward Air will keep a substantial share of the account; from November to March, the customer might move some work elsewhere, and retained-account revenue is forecast by the firm to top 2025 figures (an expectation stated by the company, as reported by FreightWaves).

Reported by freightwaves.com.

• Forward Air
• Contract logistics customer

Machine summary ShipMatrix data reported by Supply Chain Dive show the Postal Service's package volume fell 3.1% between H1 2025 and H1 2026, while FedEx's U.S. volume rose 4.6% and 145 million additional packages went to alternative carriers. Amazon expanded self-delivery and opened Amazon Shipping to all customers earlier in 2026, and ShipMatrix forecasts peak season volume about 4% above the 2025 period.

1. The Postal Service logged a 3.1% parcel volume decline from H1 2025 to H1 2026, per ShipMatrix data cited by Supply Chain Dive
2. Compared with that same period, FedEx's U.S. parcel volume rose 4.6%, with customer segments including automotive and healthcare seeing gains.
3. An additional 145 million packages went to alternative carriers including OnTrac, Veho, Jitsu, DoorDash, SpeedX and UniUni, per ShipMatrix
4. Amazon Shipping opened to all customers earlier in 2026 and has taken an aggressive pricing approach to build volume, according to the report
5. ShipMatrix forecasts peak holiday season parcel volume to rise about 4% versus the same 2025 period, aided by an extra shopping day

Reported by Supply Chain Dive and Value Added Resource.

• Amazon
• FedEx
• DoorDash
• SpeedX
• UniUni
• ShipMatrix

Machine summary Cirium data reported on November 11, 2026 shows Indian carriers scheduled about 6% fewer flights across October and November than in the same period of 2025, the first annual capacity decline since 2020. The reports cite higher fuel prices, rupee depreciation and longer international routings caused by airspace restrictions as cost pressures, alongside a 6.5% drop in domestic passenger traffic in September 2026 and higher festive-season fares on some routes.

1. Cirium data reported on November 11, 2026 shows Indian airlines scheduled about 6% fewer flights across October and November 2026 than in the same period of 2025 (TravTalk India, citing Cirium).
2. The reduction is described as the first annual capacity decline since 2020, based on the Cirium figures cited in the reports.
3. Domestic passenger traffic in India fell 6.5% in September 2026, according to the figures the reports cite.
4. Higher fuel prices, rupee depreciation and longer international routes caused by airspace restrictions are cited as the operational cost pressures behind the capacity pullback.
5. Festive-season fares on some routes rose, which the reports describe as reducing air travel affordability for passengers.

Reported by Bloomberg and Trav Talk India.

• Cirium
• TravTalk India

Machine summary FIATA's case study lists cross-border transit under a single customs framework, electronic customs messaging, reduced paperwork and advance cargo information as advantages for forwarders.

1. The handbook includes an eTIR case study covering consignments moved earlier in 2026 across the Caspian Sea between Azerbaijan, Turkmenistan and Uzbekistan, according to the announcement.
2. A case study from FIATA identifies four benefits for forwarders: movement across borders within one customs framework, digital customs exchanges, less paperwork, and advance cargo information.
3. IRU states that TIR and eTIR address border and paperwork frictions for both freight forwarders and road transport operators in the shipment chain.

Reported by iru.org and IRU | World Road Transport Organisation.

• Uzbekistan
• Azerbaijan
• Turkmenistan
• FIATA
• TIR
• Middle Corridor (Trans-Caspian route)

Machine summary Myanmar's military-led government is calling on the US to rapidly boost investment in the nation's rare earth mines, according to Bdnews24. According to the report, the bulk of heavy rare earth production from Myanmar goes to China, a country responsible for roughly 90 percent of global rare earth magnet output and which has lately imposed stricter state oversight over the industry. Myanmar's main production sites in the northern Kachin region are controlled by the Kachin Independence Army, described as a rebel group backed by Beijing.

1. According to ABC News, senior Trump administration officials travelled to Tokyo and Naypyidaw for talks with Min Aung Hlaing.
2. A US State Department strategy document, described by both reports, names countering China's influence and potential access to Myanmar's rare earth resources as goals of the diplomacy
3. Myanmar's military-led government is urging the US to rapidly boost investment in the country's rare earth mines, Bdnews24 reports
4. According to Bdnews24, roughly 90 percent of rare earth magnets worldwide come from China, which depends in part on raw material sent from Myanmar, and Beijing has lately increased state oversight of that sector.
5. Myanmar's main rare earth production sites in the northern Kachin region are controlled by the Kachin Independence Army, a rebel group fighting the Myanmar military and backed by Beijing, Bdnews24 states

Reported by Bdnews24.com and abc.net.au.

• China
• US State Department
• Myanmar
• rare earth magnets
• Kachin Independence Army

Machine summary Manhattan Associates announced on 12 November 2026 that Pet Circle has deployed Manhattan WMS across its Australian fulfilment network, replacing a bespoke system the retailer had used for more than 13 years. The rollout started at the Sydney facility and extended to sites in Victoria, Queensland and Western Australia, the announcement states. Shortly after the first go-live, Pet Circle added autonomous mobile robots, automated packing systems and conveyor and sortation technology connected through the WMS.

1. Manhattan Associates announced on 12 November 2026 that Pet Circle has deployed Manhattan WMS across its national fulfilment network (company announcement).
2. Pet Circle had run a bespoke warehouse management system for more than 13 years before the replacement, according to the announcement.
3. The implementation began at the Sydney fulfilment centre and was then rolled out to facilities in Victoria, Queensland and Western Australia, the announcement states.
4. According to the release, not long after the first go-live, Pet Circle rolled out robots that operate autonomously, packing systems that are automated, and conveyor and sortation technology, with Manhattan WMS linking them.
5. Quoted in the piece, Andrew Haverfield, who heads Innovation Supply Chain at Pet Circle, said that keeping pace with increasing demand was made harder by manual processes.

Reported by Pr Newswire and Plataforma Media.

• Manhattan Associates
• Autonomous mobile robots (AMRs)
• Conveyor and sortation technology
• Automated packing systems
• Pet Circle
• Manhattan WMS

Machine summary The retailer operates 2,463 stores in 49 states plus 209 Petsense stores. It previously engaged Instacart last summer for store-to-door delivery in as fast as one hour. A launch promotion offers $20 off orders of $60 or more starting the day of the announcement.

1. Tractor Supply customers can order from nearly 2,500 U.S. stores for on-demand delivery via the Uber, Uber Eats and Postmates apps, according to the announcement reported by FreightWaves
2. In 49 states, Tractor Supply runs 2,463 locations, while 209 Petsense outlets span 23 states; both are clustered in rural, exurban and suburban communities.
3. Tractor Supply engaged Instacart last summer for store-to-door delivery in as fast as one hour; FreightWaves reports Instacart has since been acquired by DoorDash
4. Ace Hardware selected Uber Eats for delivery in April, Home Depot announced nationwide express delivery from stores in August, and Lowe's began testing drone delivery with DoorDash
5. Matthew Rubin, Tractor Supply's president of digital and e-commerce, said the Uber tie-up expands the retailer's reach while giving customers more choice in how they shop

Reported by Seeking Alpha and freightwaves.com.

• Uber
• DoorDash
• Instacart
• Home Depot
• Lowe's
• Uber Eats

Reports ran between 14:26 and 19:00 UTC on Nov 13.

The outlets that reported this event are listed with links to their reports; no summary of ours passed our automated checks for it, which says nothing about the event (how they work).

Reported by Supply Chain Dive and freightwaves.com.

Machine summary The association cites about 3,000 trucks, roughly 7,500 direct jobs and Sh43.9bn in yearly alcohol-related freight revenue.

1. KTA preliminary industry estimates put alcohol-related freight revenue at about Sh43.9 billion a year, supporting roughly 7,500 direct jobs and about 3,000 trucks locally and across the region.
2. KTA chairman Newton Wang'oo said the association supports efforts to eliminate illicit alcohol but wants measures aimed at criminal networks rather than legal transporters.
3. The reports describe the bill as part of efforts to strengthen control of the alcoholic beverages market, citing concerns over consumer safety and tax compliance.

Reported by Capital FM Africa and allafrica.com.

• Kenya Transporters Association

Machine summary Silicon Motion reported record third-quarter revenue of $560 million on its Oct. 29, 2026 call, up 131% year over year.

1. Silicon Motion reported record third-quarter revenue of $560 million, up 131% year over year, on its earnings call held Oct. 29, 2026 (Motley Fool account).
2. The storage solutions segment, combining specialized controllers with NAND flash, grew revenue more than 75% sequentially and made up over 40% of quarterly revenue, according to CEO Wallace Kou.
3. Ferri automotive and boot-drive solutions generated roughly 40% of third-quarter revenue, the company's summary noted.
4. CEO Wallace Kou said MonTitan enterprise SSD controllers are winning with leading NAND makers, hyperscalers, cloud service providers and module makers supplying AI servers.

Reported by aol.com.

• Silicon Motion
• MonTitan
• Ferri
• SSD controllers